Financial Advocates Investment Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-5,273
| Closed | -$1.54M | – | 369 |
|
|
2025
Q2 | $1.54M | Sell |
5,273
-960
| -15% | -$296K | 0.13% | 158 |
|
|
2025
Q1 | $1.95M | Sell |
6,233
-1,658
| -21% | -$496K | 0.14% | 171 |
|
|
2024
Q4 | $2.29M | Buy |
7,891
+91
| +1% | +$27.1K | 0.13% | 163 |
|
|
2024
Q3 | $2.38M | Sell |
7,800
-199
| -2% | -$54.8K | 0.13% | 163 |
|
|
2024
Q2 | $2.04M | Sell |
7,999
-1,498
| -16% | -$397K | 0.13% | 171 |
|
|
2024
Q1 | $2.68M | Buy |
9,497
+121
| +1% | +$35.2K | 0.16% | 144 |
|
|
2023
Q4 | $2.78M | Buy |
9,376
+439
| +5% | +$119K | 0.18% | 126 |
|
|
2023
Q3 | $2.35M | Sell |
8,937
-4
| -0% | -$1.14K | 0.17% | 138 |
|
|
2023
Q2 | $2.67M | Buy |
8,941
+378
| +4% | +$110K | 0.19% | 128 |
|
|
2023
Q1 | $2.39M | Buy |
8,563
+75
| +0.9% | +$20.1K | 0.17% | 137 |
|
|
2022
Q4 | $2.24M | Buy |
8,488
+728
| +9% | +$192K | 0.17% | 148 |
|
|
2022
Q3 | $1.79M | Buy |
7,760
+55
| +0.7% | +$14.1K | 0.15% | 160 |
|
|
2022
Q2 | $1.9M | Sell |
7,705
-571
| -7% | -$141K | 0.15% | 161 |
|
|
2022
Q1 | $2.05M | Sell |
8,276
-27
| -0.3% | -$6.73K | 0.13% | 186 |
|
|
2021
Q4 | $2.23M | Sell |
8,303
-155
| -2% | -$39.1K | 0.14% | 177 |
|
|
2021
Q3 | $2.04M | Sell |
8,458
-810
| -9% | -$193K | 0.14% | 176 |
|
|
2021
Q2 | $2.14M | Sell |
9,268
-1,297
| -12% | -$302K | 0.14% | 168 |
|
|
2021
Q1 | $2.37M | Buy |
10,565
+753
| +8% | +$161K | 0.17% | 139 |
|
|
2020
Q4 | $2.11M | Buy |
9,812
+676
| +7% | +$147K | 0.14% | 160 |
|
|
2020
Q3 | $2M | Sell |
9,136
-26
| -0.3% | -$5.34K | 0.17% | 125 |
|
|
2020
Q2 | $1.69M | Buy |
9,162
+702
| +8% | +$129K | 0.16% | 157 |
|
|
2020
Q1 | $1.4M | Sell |
8,460
-4,808
| -36% | -$947K | 0.2% | 138 |
|
|
2019
Q4 | $2.62M | Buy |
13,268
+1,573
| +13% | +$312K | 0.28% | 93 |
|
|
2019
Q3 | $2.51M | Buy |
11,695
+2,771
| +31% | +$594K | 0.29% | 94 |
|
|
2019
Q2 | $1.85M | Buy |
8,924
+1,197
| +15% | +$237K | 0.21% | 120 |
|
|
2019
Q1 | $1.47M | Sell |
7,727
-301
| -4% | -$54.6K | 0.18% | 134 |
|
|
2018
Q4 | $1.43M | Sell |
8,028
-702
| -8% | -$124K | 0.19% | 128 |
|
|
2018
Q3 | $1.46M | Sell |
8,730
-3
| -0% | -$481 | 0.16% | 140 |
|
|
2018
Q2 | $1.37M | Sell |
8,733
-12
| -0.1% | -$1.95K | 0.17% | 136 |
|
|
2018
Q1 | $1.37M | Buy |
8,745
+824
| +10% | +$136K | 0.18% | 126 |
|
|
2017
Q4 | $1.36M | Buy |
+7,921
| New | +$1.33M | 0.19% | 117 |
|
Other funds holding MCD
Financial Advocates Investment Management's MCD Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of McDonald's (MCD) in Q3 2025, closing a stake of 5,273 shares — an estimated $1.54M sold.
Financial Advocates Investment Management first reported a position in MCD in Q4 2017 and held it in 31 quarters. The position peaked at $2.78M in Q4 2023. 3,417 funds tracked by Wall St. Rank hold MCD as of Q3 2025.
- Financial Advocates Investment Management reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 5,273 McDonald's shares in Q3 2025, an estimated $1.54M.
- Financial Advocates Investment Management first reported a position in McDonald's in Q4 2017 and held it in 31 quarters.
- Financial Advocates Investment Management's McDonald's position peaked at $2.78M in Q4 2023.
- 3,417 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.